Added to YB: 2026-09-28
Pitch date: 2026-09-23
ASTS [bullish]
AST SpaceMobile, Inc.
+4.39%
current return
Author Info
No bio for this author
Company Info
AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States.
Market Cap
$18.0B
Pitch Price
$59.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
-48.22
P/E
-27.81
EV/Sales
166.44
Sector
Diversified Telecommunication Services
Category
growth
AST Spacemobile
ASTS (hold): AST SpaceMobile’s Q2 showed its direct-to-device network becoming an operating industrial system: revenue reached $31.5M, primarily from commercial gateway deliveries and U.S. government service milestones, and 13 gateways were delivered to seven customers. Production is ramping toward six satellites per month, while management targets ~45 in orbit by early 2027 and continues to estimate first-constellation average capital cost at $21M-$23M per satellite including launch. Management also identified additional platform uses, with edge-AI capability being added to satellites 47 and 48.
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